Collaborative Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Collaborative Wealth Management’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$347K	Buy	+2,798	New	+$337K	0.15%	108
2026 Q1	–	Sell	-2,444	Closed	-$289K	–	199
2025 Q4	$289K	Hold	2,444	–	–	0.1%	170
2025 Q3	$286K	Hold	2,444	–	–	0.12%	151
2025 Q2	$259K	Hold	2,444	–	–	0.11%	151
2025 Q1	$221K	Hold	2,444	–	–	0.1%	155
2024 Q4	$245K	Sell	2,444 -188	-7%	-$18.5K	0.11%	149
2024 Q3	$247K	Hold	2,632	–	–	0.11%	146
2024 Q2	$240K	Buy	2,632 +188	+8%	+$16.1K	0.12%	144
2024 Q1	$206K	Sell	2,444 -904	-27%	-$72.8K	0.1%	158
2023 Q4	$254K	Hold	3,348	–	–	0.14%	135
2023 Q3	$223K	Sell	3,348 -80	-2%	-$5.52K	0.13%	148
2023 Q2	$236K	Buy	3,428 +80	+2%	+$5.09K	0.14%	147
2023 Q1	$205K	Buy	+3,348	New	+$193K	0.13%	160
2022 Q3	–	Sell	-3,952	Closed	-$216K	–	177
2022 Q2	$216K	Buy	+3,952	New	+$237K	0.14%	170
2021 Q4	$351K	Buy	+4,592	New	+$340K	0.19%	146
2021 Q1	$274K	Buy	+3,952	New	+$241K	0.16%	160

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Collaborative Wealth Management's IWF Position: Q2 2026 in Review

Collaborative Wealth Management opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 2,798 shares worth $347K. The stake represents 0.15% of the portfolio and ranks #108 among its holdings. This is a return to the name: Collaborative Wealth Management previously reported a position in IWF as recently as Q4 2025.

Collaborative Wealth Management first reported a position in IWF in Q1 2021 and has held it in 16 quarters since. The position peaked at $351K in Q4 2021. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Collaborative Wealth Management held 2,798 shares of iShares Russell 1000 Growth ETF worth $347K as of Q2 2026.
iShares Russell 1000 Growth ETF was a new Collaborative Wealth Management position in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.15% of Collaborative Wealth Management's portfolio in Q2 2026, its #108 holding.
Collaborative Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2021 and has held it in 16 quarters since.
Collaborative Wealth Management's iShares Russell 1000 Growth ETF position peaked at $351K in Q4 2021.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Collaborative Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.